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IPO
-0.52 · -1.12%
$46.16 · NYSE ARCA
AUM:$135.4M
#– of – in Mid-Cap Growth ETFs
Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.
Market Performance
Up 6.5% over the past year, showing positive momentum.Cost Efficiency
Ongoing charge of 0.60% — moderate cost. Consider how fees compound over long holding periods.What is IPO?
The fund seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the index. It normally invests at least 80% of its total assets in securities that comprise the index.
Performance Highlights
Returns (%)
Top Sectors (%)
Investment Breakdown
Positive 1-Year Return
IPO returned 6.5% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.60%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 65.8% of the ETF — significant weight in a small number of names.
ETF Information
AUM$135.4M
Expense Ratio0.60%
Dividend Yield0.68%
Holdings39
Inception DateOct 2013
DomicileUnited States
DistributionQuarterly
Index–
ProviderRenaissance Capital
Beta1.63
CategoryMid-Cap Growth
CurrencyUSD
Portfolio Impact
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6168
+7 points · better diversified